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Welcome to TruStage™ 

Get appointed

See what’s possible

We’re excited to welcome you to TruStage™ Annuities, a financially strong, innovative company built on over eight decades of making brighter financial futures accessible to everyone.

Here, you’ll get a look at everything TruStage brings to your clients and your business. The accompanying video provides an overview of what you can expect.

Once you’ve looked around, we encourage you to get appointed. It’s easy and opens the door to all that we offer.

Products that are easy to explain and easy to sell

TruStage Annuities are designed to help meet the distinct and diverse needs of clients throughout key phases of their financial lives: accumulation and growth, income and leaving a legacy for loved ones.

Our nationally recognized registered index-linked annuities are built for risk control, offering a mix of upside potential and downside protection clients can tailor to meet their specific goals and preferences.

The accompanying video will walk you through both the philosophy behind our annuities and the products themselves.

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Get an overview of what makes our products different

We are proud to have 5 annuities listed in Barron’s 100 Best Annuities list.1

Learn more here

The resources and support to build your business

Your dedicated, experienced wholesaling team is your central point of contact for a range of tools, training and know-how that adds real value to our relationship and helps you uncover new opportunities.

Your wholesaler is your source for the below resources and so much more. 

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Elevate™
advanced planning

An advanced planning resources library covering financial planning scenarios.

Learn more

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Acceleration®

A professional development program offering education and practical advice on topics like building client referrals and growing your social media impact.

Learn more

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Behavioral
Finance Advice

Get certified to understand why investors sometimes make costly, irrational decisions with their finances.

Learn more

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Thought
leadership content

Our blog is a resource for the latest news and thinking on a range of relevant and timely topics.

Learn more

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Consumer
marketing material

Brochures, sales sheets and much more that help you have more productive client conversations.

Contact your wholesaler

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Client
seminar support

Get resources and guidance to put on client and prospect events that address today’s hottest topics.

Contact your wholesaler

Get appointed and get started with TruStage Annuities

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Thanks for your interest in getting appointed with TruStage. Our process for getting appointed is simple — just 3 easy steps.

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Learn the TruStage Annuities difference

Rethink diversification and add risk control options for clients. 
Learn the TruStage Annuities difference
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Code of conduct

Download our guide to business practices and values.
Code of conduct
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State training

Ensure full compliance when selling annuities to residents of all U.S. states.
State training
Let's get started

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CUNA Mutual Group is now TruStage™

TruStage™ unifies our products and services under one brand to make brighter financial futures easily accessible to everyone.

Read more